Learn how to automate your website development leads from India Mart to Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Lead Management
Pabbly Connect is an essential tool for automating lead management. In this section, we will learn how to set up Pabbly Connect to integrate leads from India Mart directly into Google Sheets. using Pabbly Connect
To start, visit the Pabbly Connect homepage by entering the URL in your browser. You will see options to sign in or sign up. For new users, click on the ‘Sign Up Free’ button to create an account. Existing users should click ‘Sign In’. Once logged in, you will be directed to the Pabbly Connect dashboard.
2. Creating a Workflow in Pabbly Connect
Creating a workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will need to name your workflow, for example: ‘Add Website Development India Mart Inquiry in Google Sheets Automatically’. using Pabbly Connect
- Select your folder for workflow organization.
- Click the ‘Create’ button to proceed.
- Understand the trigger and action principles of automation.
Once you have created your workflow, you will set up the trigger application as India Mart. This is where Pabbly Connect will listen for new lead inquiries.
3. Setting Up the India Mart Trigger in Pabbly Connect
To set up the India Mart trigger, select India Mart as your trigger application. Choose the event ‘New Leads’. This means that every time a new lead comes in through India Mart, Pabbly Connect will capture it. using Pabbly Connect
After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it connects your India Mart account with Pabbly Connect. Copy this URL and navigate to your India Mart account to set up the webhook listener.
- Go to the Lead Manager in India Mart.
- Select ‘Import or Export Leads’ and then choose ‘Push API’.
- Enter the webhook listener URL in the provided field.
Once you have saved the webhook settings, your India Mart account is now linked to Pabbly Connect, ready to receive leads.
4. Testing the Integration Between India Mart and Google Sheets
To ensure everything is working correctly, you will need to test the integration. After setting up the webhook in India Mart, go back to Pabbly Connect and initiate a test lead. This will send a test response to your webhook. using Pabbly Connect
Check the Pabbly Connect dashboard for the test response. You should see details such as the lead’s name, email, phone number, and inquiry message. This confirms that the integration is functioning as intended.
Verify the received data matches the expected format. Make sure the test lead information is populated correctly.
Once the test is successful, you can proceed to set up the action step to send this data to Google Sheets.
5. Adding Google Sheets as an Action in Pabbly Connect
In this final step, you will add Google Sheets as the action application in your Pabbly Connect workflow. Select ‘Google Sheets’ and choose the action event ‘Add a New Row’. This action will insert the lead information into your designated Google Sheets. using Pabbly Connect
To connect Google Sheets with Pabbly Connect, click on ‘Add New Connection’. You will be prompted to sign in with your Google account and grant Pabbly Connect the necessary permissions. Once authorized, select the spreadsheet where you want to store the leads.
Map the fields from the trigger response to the corresponding columns in Google Sheets. Ensure that the data is formatted correctly before saving.
After completing these steps, every new lead from India Mart will automatically populate in your Google Sheets, allowing you to manage your inquiries efficiently.
Conclusion
This tutorial demonstrated how to use Pabbly Connect to automate the process of adding website development leads from India Mart to Google Sheets. By following these steps, you can streamline your lead management and improve efficiency without manual effort.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!